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Leonard Silon 11 How do I conditionally share fields
Here are the variables
User A
User B
Account A
Account B
Address
User A can see Account A but not Account B
User B can see Account B but not Account A
User A and User B had read access to Address
We want to change sharing such that all users can see all Accounts.
So User A can see both Account A & B
User B can see both Account A & B
But we want to make sure User A has access Address of Account A and not Account B
and User B has access to Address on Account B but not Account A
I can do that with page layouts. However, when it comes to reports, both will be able to see the Address for both records if we share both records. How do I prevent that?
User A
User B
Account A
Account B
Address
User A can see Account A but not Account B
User B can see Account B but not Account A
User A and User B had read access to Address
We want to change sharing such that all users can see all Accounts.
So User A can see both Account A & B
User B can see both Account A & B
But we want to make sure User A has access Address of Account A and not Account B
and User B has access to Address on Account B but not Account A
I can do that with page layouts. However, when it comes to reports, both will be able to see the Address for both records if we share both records. How do I prevent that?
You need go through with OWD, Role, Profile, Permission Set and Sharing Rules, In order to make the records visible(CRUD) access based on User.
For Example:
Once You make the Account as Private, then the record creted by User A con't see to User B, Similary, User B records is not visible to User A.
Reference : https://help.salesforce.com/articleView?id=security_sharing_owd_about.htm&type=5
Thanks,